--- title: "Designing Reports with ChatGPT: the Reach Connector" description: Connect Reach Reporting to ChatGPT and build a finished report by just describing what you want. --- [Skip to content](https://knowledge.reachreporting.com/designing-reports-with-chatgpt-the-reach-connector#main-content) ![Asset 1.png\]](https://knowledge.reachreporting.com/hs-fs/hubfs/Asset%201.png?height=22&name=Asset%201.png) Open main navigation Close main navigation - [Go to reachreporting.com](https://reachreporting.com/) [Go to reachreporting.com](https://reachreporting.com/) How can we help improve your Reach? - There are no suggestions because the search field is empty. 1. [Knowledge Center](https://knowledge.reachreporting.com/?hsLang=en) 2. [AI Connectors](https://knowledge.reachreporting.com/ai-connectors?hsLang=en) # Designing Reports with ChatGPT: the Reach Connector ## Connect Reach Reporting to ChatGPT and build a finished report by just describing what you want. **In this article:** - [What the Reach Connector Does](https://knowledge.reachreporting.com/designing-reports-with-chatgpt-the-reach-connector#s1) - [Before You Start](https://knowledge.reachreporting.com/designing-reports-with-chatgpt-the-reach-connector#s2) - [Step 1: Add Reach as a Plugin](https://knowledge.reachreporting.com/designing-reports-with-chatgpt-the-reach-connector#s3) - [Step 2: Sign In to Reach](https://knowledge.reachreporting.com/designing-reports-with-chatgpt-the-reach-connector#s4) - [Step 3: Nothing Publishes Without Your Okay](https://knowledge.reachreporting.com/designing-reports-with-chatgpt-the-reach-connector#s5) - [Step 4: Design Your First Report](https://knowledge.reachreporting.com/designing-reports-with-chatgpt-the-reach-connector#s6) ### What the Reach Connector Does The Reach connector lets you **design and edit Reach reports by chatting with ChatGPT**. You describe the report you want in plain language and ChatGPT reads your company's real financials, designs the pages, builds the report in Reach, and hands you a preview to open. ### Before You Start - A **Reach Reporting account** with at least one **AI-enabled company or workspace**. - A **ChatGPT account** on a plan that supports plugins. On Business and Enterprise workspaces your admin may need to permit custom MCP servers. ### Step 1: Add Reach as a Plugin ![The Add menu, showing Add custom MCP server](https://knowledge.reachreporting.com/hs-fs/hubfs/Reach%20AI%20Connectors%20KB/chatgpt-01-add-menu.jpg?width=670&name=chatgpt-01-add-menu.jpg) 1. Open **Plugins**, choose **Add**, then **Add custom MCP server**. 2. Name: `Reach Reporting`. Server URL: `https://api.reachreporting.com/mcp`. Leave Authentication on **OAuth**. 3. Tick **I understand and want to continue**, then **Create as a plugin**. ![The Add custom MCP server dialog, filled in](https://knowledge.reachreporting.com/hs-fs/hubfs/Reach%20AI%20Connectors%20KB/chatgpt-02-add-custom-mcp-dialog.jpg?width=670&name=chatgpt-02-add-custom-mcp-dialog.jpg) **There's nothing to enter under Advanced OAuth settings.** ChatGPT reads Reach's sign-in configuration from the address above. ### Step 2: Sign In to Reach ![The Connect Reach Reporting consent screen](https://knowledge.reachreporting.com/hs-fs/hubfs/Reach%20AI%20Connectors%20KB/chatgpt-03-connect-consent.jpg?width=670&name=chatgpt-03-connect-consent.jpg) ![Reach sign-in](https://knowledge.reachreporting.com/hs-fs/hubfs/Reach%20AI%20Connectors%20KB/claude-01-sign-in.jpg?width=670&name=claude-01-sign-in.jpg) ![The Reach authorize screen, showing ChatGPT as the requesting application](https://knowledge.reachreporting.com/hs-fs/hubfs/Reach%20AI%20Connectors%20KB/chatgpt-04-authorize.jpg?width=670&name=chatgpt-04-authorize.jpg) **One connection covers your whole firm.** Add a client later and it's there the next time you ask. ### Step 3: Nothing Publishes Without Your Okay The connector reads your financials and builds reports on its own, but it does **not** make anything visible outside your design session until you say so. When a report is built, ChatGPT tells you plainly that it is still a draft: **Nothing has been published to the client yet.** It then asks what you want to do next: adjust something first, or approve publishing. **Publishing is the one step that always waits for you.** ### Step 4: Design Your First Report ![The how-would-you-like-to-start picker](https://knowledge.reachreporting.com/hs-fs/hubfs/Reach%20AI%20Connectors%20KB/chatgpt-05-how-to-start.jpg?width=670&name=chatgpt-05-how-to-start.jpg) ChatGPT reads the company's real financials and compiles the report. **This takes a few minutes.** ![The compiled report with the Open Print Preview control](https://knowledge.reachreporting.com/hs-fs/hubfs/Reach%20AI%20Connectors%20KB/chatgpt-06-finished-preview.jpg?width=670&name=chatgpt-06-finished-preview.jpg) Nothing goes live until you say so. - [General Info](https://knowledge.reachreporting.com/general-info?hsLang=en#main-content) - [Company Settings](https://knowledge.reachreporting.com/general-info?hsLang=en#company-settings) - [Billing](https://knowledge.reachreporting.com/general-info?hsLang=en#billing) - [Troubleshooting](https://knowledge.reachreporting.com/general-info?hsLang=en#troubleshooting) - [Integrations](https://knowledge.reachreporting.com/integrations?hsLang=en#main-content) - [QuickBooks Online](https://knowledge.reachreporting.com/integrations?hsLang=en#quickbooks-online) - [XERO](https://knowledge.reachreporting.com/integrations?hsLang=en#xero) - [Digits](https://knowledge.reachreporting.com/integrations?hsLang=en#digits) - [QuickBooks Desktop](https://knowledge.reachreporting.com/integrations?hsLang=en#quickbooks-desktop) - [CSV Trial Balance](https://knowledge.reachreporting.com/integrations?hsLang=en#csv-trial-balance) - [Gusto](https://knowledge.reachreporting.com/integrations?hsLang=en#gusto) - [MYOB](https://knowledge.reachreporting.com/integrations?hsLang=en#myob) - [Workspaces](https://knowledge.reachreporting.com/workspaces?hsLang=en#main-content) - [Companies](https://knowledge.reachreporting.com/workspaces?hsLang=en#companies) - [Users](https://knowledge.reachreporting.com/workspaces?hsLang=en#users) - [Troubleshooting](https://knowledge.reachreporting.com/workspaces?hsLang=en#troubleshooting) - [Dashboards](https://knowledge.reachreporting.com/dashboards?hsLang=en) - [Reports](https://knowledge.reachreporting.com/reports?hsLang=en#main-content) - [Getting Started](https://knowledge.reachreporting.com/reports?hsLang=en#getting-started) - [Report Builder Elements](https://knowledge.reachreporting.com/reports?hsLang=en#report-builder-elements) - [Metrics/Statement Builder](https://knowledge.reachreporting.com/metrics-statement-builder?hsLang=en#main-content) - [Display Options](https://knowledge.reachreporting.com/metrics-statement-builder?hsLang=en#display-options) - [AR/AP Aging](https://knowledge.reachreporting.com/metrics-statement-builder?hsLang=en#ar-ap-aging) - [Customizing a Metric](https://knowledge.reachreporting.com/metrics-statement-builder?hsLang=en#customizing-a-metric) - [Sheets](https://knowledge.reachreporting.com/sheets?hsLang=en) - [Budget / Forecast](https://knowledge.reachreporting.com/budget-forecast?hsLang=en#main-content) - [Getting Started](https://knowledge.reachreporting.com/budget-forecast?hsLang=en#getting-started) - [Integrations](https://knowledge.reachreporting.com/budget-forecast?hsLang=en#integrations) - [Using Budgets/Forecasts](https://knowledge.reachreporting.com/budget-forecast?hsLang=en#using-budgets-forecasts) - [Consolidations](https://knowledge.reachreporting.com/consolidations?hsLang=en) - [Client Portal](https://knowledge.reachreporting.com/client-portal?hsLang=en) - [AI Enhanced Reporting Info](https://knowledge.reachreporting.com/ai-enhanced-reporting-info?hsLang=en) - [New Features and Updates](https://knowledge.reachreporting.com/new-features-and-updates?hsLang=en) - [AI Connectors](https://knowledge.reachreporting.com/ai-connectors?hsLang=en) [![Chill listening crop-3](https://knowledge.reachreporting.com/hs-fs/hubfs/Mark%20Blue%20transparent-100.jpg?width=55&height=55&name=Mark%20Blue%20transparent-100.jpg "Chill listening crop-3")](https://reachreporting.com/) Reach Reporting Help Center Copyright © 2026, Reach Reporting